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There are as many ways to establish and maintain client relationships as there are advisors and clients – and attendees at the NTSA Summit held in Denver shared those ideas and strategies in a Jan. 27 session.
The actions that NTSA members are taking to build their business, retain clients, and...
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To serve the education sector, it’s first essential to reach its members. In a Jan. 27 session of the NTSA Summit in Denver, two experts addressed how to go about that from different standpoints.
David Lewis, Executive Director for the Association of School Business Officials International, and...
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A Jan. 27 session at the NTSA Summit focused on ways to better serve clients and build one’s practice.
“My passion is expanding our business and diversifying our business,” said 2019 NTSA President Kris Coffey, who moderated the session. “What do clients need?” she asked the panel, which featured...
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The winners of the 2020 NTSA Elite Advisor Award, as well as the winners of the Bob D. Schiller Award and the Richard Ford Volunteer Service Award, were honored at a Jan. 27 luncheon at the 2020 NTSA Summit in Denver.
2020 Elite Advisors
The winners were chosen from among eight finalists. The...
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The NTSA Elite Advisors possess a wealth of experience and insight, and two of them shared tips for achieving success in a Jan. 27 session at the NTSA Summit.
Walter “Wat” Keys of CAPTRUST and Robert Young of One2One Wealth Strategies, both 2019 Elite Advisor award winners, offered their insights...
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Kyla Keck, 2020 President of the American Retirement Association, lauded the NTSA’s and ARA’s efforts in remarks at a Jan. 27 session of the NTSA Summit in Denver.
Keck told attendees that she is thrilled that the NTSA is one of the ARA “sister” organizations, and outlined some of the top ARA...
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Addressing the NTSA Summit in Denver on Jan. 26, American Retirement Association CEO Brian Graff outlined provisions of the new SECURE Act that will affect the 403(b) marketplace along with the rest of the retirement industry.
Graff stressed the challenges posed by the current climate in...
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James Kelleher assumed office as the 2020 NTSA President at a Jan. 26 session of the NTSA Summit in Denver. Kelleher is the Chief Operating Officer at Carruth Compliance Consulting.
“If we reach out to more people,” the effect can be exponential and “we can change the narrative” concerning 403(b)s...
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Speaking at a Jan. 26 session of the NTSA Summit in Denver, NTSA Executive Director Brent Neese outlined recent developments that have affected NTSA members and will figure prominently in 2020.
Neese said that in his 25 years in the tax-exempt marketplace, there has been more change in the last...
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Kris Coffey, who served as 2019 NTSA President, outlined NTSA activities over the last year in a Jan. 26 session of the NTSA Summit in Denver, CO.
Coffey said that in 2019, the NTSA pursued a tactical plan based on that set by Tamara Indianer during her presidency in 2018, which set as the goal...
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Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...